Fidelity Investments
Vice President, Financial Solutions
Fidelity Investments, Boston, Massachusetts, us, 02298
Job Description:The Role
Vice President, Financial Solutions
Are you someone passionate about helping Fidelity’s customers achieve their financial goals by identifying appropriate investment strategies given their personal situation? If yes, come join Financial Solutions and be part of the team that identifies investment strategies, recommends target asset allocation, and assesses suitability for investment products, for our individual retail and workplace customers. You’ll play a vital role in developing the methodology and help translate it into functional digital tools for representatives and customers.
The Team
The Financial Solutions team, part of the Strategic Advisers business unit within the Asset Management division, develops the methodology that underpins the financial planning advice and guidance Fidelity offers its wealth, brokerage, and workplace clients through interactions with representatives and digital tools. The team also conducts research, drives innovation, and provides thought leadership on a range of financial planning and investment topics.
The Expertise and Skill You Bring
This role will work with a range of teams at Fidelity including investment management, product management, platform, technology, legal and compliance teams, among others. Your responsibilities will include:
Defining philosophy and strategic vision for investor risk profiling methodology, including how it integrates with broader financial planning
Partnering with distribution and product management teams to understand representative and customer feedback and objectives and determine if/how to incorporate into Fidelity’s investment profiling approach
Designing enhancements to Fidelity's investment profiling and suitability methodology for discretionary and non-discretionary clients
Conducting impact analysis to assess the impact of potential enhancements to existing clients and helping develop positioning and rationale
Identifying and conducting research topics to inform asset allocation-related thought leadership
Designing analytics to evaluate impact and value add of investment profiling on customer outcomes
Providing consultative guidance to team members on day-to-day profiling projects
The ideal candidate:
Has a strong understanding of and direct experience with financial markets, investment products, and asset allocation
Is able to develop and communicate a clear philosophy and approach to investor risk profiling
Has strong critical thinking skills
Possesses excellent quantitative and problem-solving skills
Holds a bachelor’s degree or Graduate degree in Engineering, Finance, Mathematics, Econometrics, Computer Science, or equivalent quantitative and logic-oriented degree
Has 10+ years of relevant financial services experience
Has excellent communication skills
Enjoys working in a team-based environment
Company Overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.
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Vice President, Financial Solutions
Are you someone passionate about helping Fidelity’s customers achieve their financial goals by identifying appropriate investment strategies given their personal situation? If yes, come join Financial Solutions and be part of the team that identifies investment strategies, recommends target asset allocation, and assesses suitability for investment products, for our individual retail and workplace customers. You’ll play a vital role in developing the methodology and help translate it into functional digital tools for representatives and customers.
The Team
The Financial Solutions team, part of the Strategic Advisers business unit within the Asset Management division, develops the methodology that underpins the financial planning advice and guidance Fidelity offers its wealth, brokerage, and workplace clients through interactions with representatives and digital tools. The team also conducts research, drives innovation, and provides thought leadership on a range of financial planning and investment topics.
The Expertise and Skill You Bring
This role will work with a range of teams at Fidelity including investment management, product management, platform, technology, legal and compliance teams, among others. Your responsibilities will include:
Defining philosophy and strategic vision for investor risk profiling methodology, including how it integrates with broader financial planning
Partnering with distribution and product management teams to understand representative and customer feedback and objectives and determine if/how to incorporate into Fidelity’s investment profiling approach
Designing enhancements to Fidelity's investment profiling and suitability methodology for discretionary and non-discretionary clients
Conducting impact analysis to assess the impact of potential enhancements to existing clients and helping develop positioning and rationale
Identifying and conducting research topics to inform asset allocation-related thought leadership
Designing analytics to evaluate impact and value add of investment profiling on customer outcomes
Providing consultative guidance to team members on day-to-day profiling projects
The ideal candidate:
Has a strong understanding of and direct experience with financial markets, investment products, and asset allocation
Is able to develop and communicate a clear philosophy and approach to investor risk profiling
Has strong critical thinking skills
Possesses excellent quantitative and problem-solving skills
Holds a bachelor’s degree or Graduate degree in Engineering, Finance, Mathematics, Econometrics, Computer Science, or equivalent quantitative and logic-oriented degree
Has 10+ years of relevant financial services experience
Has excellent communication skills
Enjoys working in a team-based environment
Company Overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.
#J-18808-Ljbffr